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H & R BLOCK INC
H & R BLOCK INC. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 448 Institutional holders with a total value of $8,053,534,816.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FMR LLC 24,654,746 826,427,000 10.26%
2 VANGUARD GROUP INC 19,637,916 658,264,000 8.17%
3 STATE STREET CORP 10,699,218 358,636,000 4.45%
4 AMERICAN INTERNATIONAL GROUP, INC. 9,935,361 333,033,294 4.14%
5 Artisan Partners Limited Partnership 9,685,749 324,666,000 4.03%
6 Senator Investment Group LP 8,925,000 299,166,000 3.71%
7 BlackRock Institutional Trust Company, N.A. 7,875,608 263,990,000 3.28%
8 Bank of New York Mellon Corp 6,064,889 203,295,000 2.52%
9 VIKING GLOBAL INVESTORS LP 6,133,995 199,784,000 2.48%
10 First Eagle Investment Management, LLC 5,743,887 192,535,000 2.39%
11 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 4,913,100 164,687,000 2.04%
12 MORGAN STANLEY 4,681,835 156,935,000 1.95%
13 Third Point LLC 4,300,000 144,136,000 1.79%
14 HOPLITE CAPITAL MANAGEMENT, L.P. 3,658,459 122,632,000 1.52%
15 NORTHERN TRUST CORP 3,602,028 120,740,000 1.50%
16 Matrix Capital Management Company, LP 3,600,000 120,672,000 1.50%
17 ADVISORY RESEARCH INC 3,342,524 112,041,000 1.39%
18 BlackRock Fund Advisors 3,334,382 111,768,000 1.39%
19 ORANGE CAPITAL, LLC 2,887,300 96,782,000 1.20%
20 D. E. Shaw & Co., Inc. 2,709,386 90,819,000 1.13%
21 Cannell & Co. 2,653,425 88,943,000 1.10%
22 CANTILLON CAPITAL MANAGEMENT LLC 2,390,709 80,136,000 1.00%
23 NORTH RUN CAPITAL, LP 2,175,000 72,906,000 0.91%
24 GOLDMAN SACHS GROUP INC 2,117,570 70,981,000 0.88%
25 NORGES BANK 2,092,682 70,146,000 0.87%
26 BlackRock Group LTD 2,085,987 69,923,000 0.87%
27 VICTORY CAPITAL MANAGEMENT INC 2,017,630 67,246,000 0.83%
28 JPMORGAN CHASE & CO 1,960,183 65,706,000 0.82%
29 GEODE CAPITAL MANAGEMENT, LLC 1,941,417 65,035,000 0.81%
30 RENAISSANCE TECHNOLOGIES LLC 1,770,000 59,330,000 0.74%
31 TWO SIGMA INVESTMENTS, LP 1,740,778 58,351,000 0.72%
32 Newbrook Capital Advisors LP 1,701,686 57,041,000 0.71%
33 WELLS FARGO & COMPANY/MN 1,583,819 53,089,000 0.66%
34 TIAA CREF INVESTMENT MANAGEMENT LLC 1,536,761 51,512,000 0.64%
35 DEUTSCHE BANK AG\ 1,486,196 49,816,000 0.62%
36 MARSHALL WACE, LLP 1,400,000 46,928,000 0.58%
37 TWO SIGMA ADVISERS, LP 1,362,584 45,674,000 0.57%
38 Alyeska Investment Group, L.P. 1,200,000 40,224,000 0.50%
39 Meru Capital Group, LP 1,195,000 40,056,000 0.50%
40 Legal & General Group Plc 1,183,673 39,677,000 0.49%
41 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1,160,451 38,898,000 0.48%
42 UNITED SERVICES AUTOMOBILE ASSOCIATION 1,108,414 37,154,000 0.46%
43 Antipodean Advisors LLC 1,106,273 37,082,000 0.46%
44 THOMPSON SIEGEL & WALMSLEY LLC 1,081,290 36,245,000 0.45%
45 Neuberger Berman Group LLC 1,071,584 35,919,000 0.45%
46 DISCOVERY CAPITAL MANAGEMENT, LLC / CT 1,056,660 35,419,000 0.44%
47 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,004,200 33,661,000 0.42%
48 BlackRock Finance, Inc. 943,970 31,641,000 0.39%
49 Palestra Capital Management LLC 937,388 31,421,000 0.39%
50 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 917,248 30,746,000 0.38%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.